Wealth is more than a balance sheet—it’s a story of vision, persistence, and the choices we make every day. As I step into my new role at Raymond James, I am more passionate than ever about helping entrepreneurs, executives, and tech founders not only manage their wealth but also prepare the next generation for financial success.

Why Financial Education Matters More Than Ever

We are living in a time of rapid innovation, where industries are being reshaped by technology, and wealth is being created at unprecedented rates. Yet, one of the biggest gaps I see in financial planning is education—ensuring that wealth is not just passed down but understood, appreciated, and sustained.

Many highly successful individuals work tirelessly to build their businesses and portfolios but often don’t know where to start when it comes to teaching their children about financial responsibility.

Without the right foundation, wealth can become a source of stress rather than security, a burden rather than a blessing.

The Power of Teaching Financial Confidence

True financial confidence is not about memorizing stock market trends or understanding complex tax strategies—it’s about mindset, discipline, and long-term thinking. Teaching the next generation about money is not just about how to invest; it’s about:

• Developing a healthy relationship with money—seeing it as a tool rather than a source of fear or conflict.
• Understanding the power of compounding—realizing that small, consistent actions create enormous long-term results.
• Balancing growth and security—learning how to take calculated risks while protecting financial
• Giving with intention—using wealth to create impact, whether through philanthropy, investments, or personal passions.

My Commitment to Wealth Education

With degrees from Oxford and Cornell, I’ve always believed in the power of education to transform lives. My work in wealth management is deeply rooted in this belief—helping families not only protect and grow their assets but also ensure that future generations have the knowledge and confidence to carry that legacy forward.

At Raymond James, I help entrepreneurs and executives create personalized financial strategies that include:

• Legacy planning that reflects their values and
• Educational strategies for children and young adults to build financial literacy and
• A balanced approach to wealth preservation and growth so families can thrive for

Building a Legacy That Lasts

The most successful families don’t just pass down wealth—they pass down wisdom, values, and financial confidence. Whether you are a tech entrepreneur, a business leader, or an executive, now is the time to start thinking about how your financial legacy will shape the future.

If you’re looking for ways to integrate financial education into your wealth strategy or want to explore how to empower the next generation, let’s start the conversation.

True wealth is not just what we accumulate—it’s what we teach, share, and build for the future.